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Aladdin Business, Client Engagement, Associate

Company not shown
United States  San Francisco, United States
Management, English

Job Description:


About this role

(COMPANY NAME) is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world. (COMPANY NAME)'s mission is to create a better financial future for our clients. We have a responsibility to be the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse team of partners strengthens us and delivers better results for our clients. Continuous innovation helps us bring the best of (COMPANY NAME) to our clients. (COMPANY NAME) offers a range of solutions - from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs.

We are seeking an Aladdin Relationship Manager to work closely with Aladdin clients to be their trusted consultant, problem solver, and business partner - and to take full advantage of Aladdin.

Key responsibilities include:
· Own relationships with client teams including senior management to understand their business objectives and needs, and help them use Aladdin expertise to achieve their firm's goals.
· Support new revenue opportunities with existing clients
· Accountable for a piece of a large client or several small clients, including applying best practices for client management, account planning, managing CRM content
· Develop a strong understanding of the client's business and current priorities.
· Produce and assess KPIs to support internal monitoring.
· Develop an understanding of the client's industry and competitive landscape.
· Collaborate strongly with partner teams managing service, deployments, high value projects, and business development
· Build strong internal relationships within the Aladdin Client Business, and the wider (COMPANY NAME) globally, in support of your clients

Required Skills and Experience
· 2+ years of work experience in the financial services or technology industry
· Prior experience in account management, relationship management and/ or supporting harvesting and growth opportunities
· Strong interest in FinTech, with prior knowledge of databases
· Familiarity with buy-side investment management workflows
· Proficient in market trends and industry knowledge
· Working understanding of equity, fixed income and derivative markets, and analytics
· Outstanding communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients
· Self-starter who enjoys a fast-paced, high-intensity environment and works well as part of a multi-disciplinary global team
Preferred Skills and Experience
· CFA, FRM, CIMA, or CAIA certification
· Account management / relationship management with external clients

For California only the salary range for this position is $115,000 - $140,000. Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. (COMPANY NAME) operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

(COMPANY NAME)'s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at (COMPANY NAME).


At (COMPANY NAME), we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on (COMPANY NAME), please visit @(COMPANY NAME) | Twitter: @(COMPANY NAME) | LinkedIn: NAME)

(COMPANY NAME) is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.(COMPANY NAME) will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law

Source: Company website
Posted on: 11 Jun 2024
Industry: Banking / Finance
Languages: English
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